Reviewing Benefits Setup for US Same-Sex Spouse

This topic describes the benefits setup for US same-sex spouse delivered with the system.

The Benefits product provides new coverage codes, for example, for same sex marriage, which can be linked to a separate set of Benefits Tax Adjustment Rates used to calculate the taxation differences between states and locals vs. Federal. These tax adjustment rates required for same-sex spouse are defined in the Tax Adjustment field, in the Tax Adjustment tab of the Benefits Rate Table.

The new coverage codes for same sex marriage allow the Covered Person Type of US Same Sex Spouse. The new Covered Person Type is associated to a new Relationship with the same name US Same Sex Spouse. A dependent or beneficiary is defined in HR personal data by means of a Relationship. Hence all the same-sex spouse setup eventually gets associated with the set of adjustment rates used to calculate necessary state and local tax adjustments.

Depending on the benefits plan type, the following new setup is recommended to implement the US same-sex spouse enhancement:

• For health plans, new coverage codes are set up for the US same-sex spouse relationship, distinguished by the covered person type US same-sex spouse. Coverage codes 22 and 24 are delivered with the system.

• For life plans, customers are required to set up new benefit plans for same-sex spouse and associate different sets of benefit rate IDs.